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PBJL

PGIM US Large-Cap Buffer 20 ETF - July

18 hedge funds and large institutions have $36.2M invested in PGIM US Large-Cap Buffer 20 ETF - July in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

29% more funds holding

Funds holding: 1418 (+4)

5.31% more ownership

Funds ownership: 89.65%94.96% (+5.3%)

1% more capital invested

Capital invested by funds: $35.7M → $36.2M (+$447K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

67% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 6

Holders
18
Holders Change
+4
Holders Change %
+28.57%
% of All Funds
0.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
2
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1
Foguth Wealth Management
Michigan
$13.5M +$92.8K +3,094 +0.7%
Prudential Financial
2
Prudential Financial
New Jersey
$8.67M +$1.8M +60,072 +26%
JSA
3
Jim Saulnier & Associates
Colorado
$3.79M
CF
4
Centaurus Financial
California
$2.06M -$31.4K -1,046 -1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.76M +$1.78M +59,279 New
AAM
6
American Asset Management
Florida
$1.41M -$178K -5,935 -11%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.34M -$93.1K -3,104 -6%
OMC
8
Old Mission Capital
Illinois
$1.02M +$1.03M +34,375 New
SWM
9
Spire Wealth Management
Virginia
$722K -$425K -14,156 -37%
BWM
10
BCGM Wealth Management
Indiana
$349K
BWAM
11
Blue Water Asset Management
Michigan
$270K -$62.5K -2,084 -19%
LWP
12
LeClair Wealth Partners
Ohio
$270K +$273K +9,098 New
KAS
13
Kestra Advisory Services
Texas
$240K -$9K -300 -4%
Raymond James Financial
14
Raymond James Financial
Florida
$224K +$227K +7,554 New
LIWM
15
Long Island Wealth Management
New York
$211K
DFA
16
DHJJ Financial Advisors
Illinois
$193K
ASN
17
Advisory Services Network
Georgia
$96.7K +$97.7K +3,255 New
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$21.2K
CAG
19
Compass Advisory Group
New York
-$4.37M -145,889 Closed

PBJL Hedge Fund Activity: Q1 2026 in Review

18 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in PGIM US Large-Cap Buffer 20 ETF - July (PBJL) for Q1 2026, worth a combined $36.2M — up 1.3% from $35.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PBJL positions and 1 closed out — a net gain of 4 holders — while 2 added to existing stakes and 6 trimmed.

The largest buyer was Prudential Financial, adding an estimated $1.8M. The largest seller was Compass Advisory Group, exiting entirely with an estimated $4.37M sold.

  • 18 institutional investors held PGIM US Large-Cap Buffer 20 ETF - July (PBJL) as of Q1 2026, up from 14 in Q4 2025.
  • Funds reported $36.2M of PGIM US Large-Cap Buffer 20 ETF - July stock for Q1 2026, up 1.3% quarter-over-quarter.
  • 5 funds opened new PGIM US Large-Cap Buffer 20 ETF - July positions in Q1 2026 and 1 closed out, a net change of +4 holders.
  • The largest PGIM US Large-Cap Buffer 20 ETF - July buyer in Q1 2026 was Prudential Financial, an estimated $1.8M added.
  • The largest PGIM US Large-Cap Buffer 20 ETF - July seller in Q1 2026 was Compass Advisory Group, an estimated $4.37M sold.

Based on aggregated 13F filings for Q1 2026.